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Client Relationship Executive Fresher Job

Actively hiring

Client Relationship Executive

Siddharth Shankaran

Thane, Mumbai

Start date

Starts Immediately

CTC (ANNUAL)

₹ 2,00,000 - 3,60,000 ₹ 2,00,000 - 3,60,000 /year

Experience

0-2 years

0-2 years experience

Apply By

24 Nov' 24

Posted 2 weeks ago

Fresher Job

Be an early applicant

About the job

Key Responsibilities:

1. Collaborate with the chief financial planner to develop and implement financial plans
2. Attend client meetings, document minutes, and track action items
3. Coordinate with the back office to ensure follow-up on meeting tasks
4. Engage with clients to collect data and address queries
5. Review and analyze client portfolios, recommending adjustments as needed
6. Utilize Excel, PowerPoint, and Gmail for tasks and presentations
7. Manage official communications, ensuring professionalism and clarity
8. Prepare MIS reports, and research financial products, sectors, and funds to support decision-making and recommendations
9. Arrange group client presentations

Skill(s) required

Effective Communication Financial literacy Investing MS-Excel Research and Analytics

Earn certifications in these skills

Learn MS-Excel

Learn Research and Analytics

Learn Stocks and Trading

Who can apply

1. Those who are from or open to relocate to Thane, Mumbai and neighboring cities

Other requirements

1. CFP - All exams completed

2. Hunger to grow in career

3. Interest in the job and the profession

4. Willing to take complete ownership of the tasks assigned

5. Willing to make extra effort to learn and be better at the tasks assigned

Salary

Annual CTC: ₹ 2,00,000 - 3,60,000 /year

Number of openings

About Siddharth Shankaran

Aspire Financial Services is a 19-year-old Thane-based mutual fund distribution firm that specializes in providing investment solutions to grow our clients' finances and build wealth. Siddharth, being the second generation in this business, has been vital in providing research insights, enhancing service quality, and heading client relationship management. He is a certified financial planner and manages over 200 client portfolios.

Activity on Internshala

Hiring since July 2023

12 opportunities posted

3 candidates hired